Jeri Frank

Jeri Frank is the Co-founder and CEO of STRATAFOLIO, a leading software platform that integrates seamlessly with QuickBooks to simplify the complex world of commercial real estate management. A recognized thought leader, Jeri contributes regularly to the Forbes Business Council and has shared her expertise through IREM and CCIM podcasts and webinars. STRATAFOLIO has earned top industry recognition, including being named a top platform by CREtech, selected for the National Association of Realtors REACH program, and listed by Houlihan Lokey as a top property management system for several consecutive years. STRATAFOLIO consistently earns 5-star reviews from platform users for its unique ability to reduce manual activities by 80%. You can find links to many resources and guides on their website.
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A Worst Scenario: Using QuickBooks with a Residential-First Software

One common 'niche' or specialized practice for Accountants, Bookkeepers, Consultants and ProAdvisors is 'Real Estate.' Like surgeons, who then have...

Chart of Accounts: Designing it Right for Commercial Real Estate

A successful commercial real estate business runs on good data. This means having a strong system in place to collect, analyze, and report on all of...

Introduction to Real Estate Accounting - What You Need to Know

Commercial real estate accounting has its own rhythm. The good news is that QuickBooks can handle they day-to-day aspects when it is structured...

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The Software-First Payments Revolution: From Transaction to Trust

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How to Reduce B2B Credit Card Processing Fees

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Are your Clients Ready for CAS?

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What Is "Advisory" Anyway? The Different Types, and the One Small Businesses Pay For Every Month

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Let It Go: Make Room for a Better Busy Season

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Capital Expenditure Decision-Making: Maximizing ROI

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Grow the Team You Have: Getting Your People Invested in New Skills, New Technology, and New Levels

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DEBunk'd: The Lies Keeping Firms Small

DEBunk'd: The Lies Keeping Firms Small

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Talking AI to Clients: How to have the AI conversation without losing the client

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Your Website: Is It Helping You Win Clients—or Losing Them?

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